We are proud to call these professionals -
and many others - clients and friends.

Current Clients Include:

Geoff Davey, CFP® FinaMetrica, Inc. www.RiskProfiling.com
Janine Wertheim Securities America www.SecuritiesAmerica.com
Sheryl Garrett, CFP® Garrett Planning Network www.GarrettPlanningNetwork.com
George Kinder, CFP®,RLP® Roger Wellington Kinder Institute of Life Planning www.KinderInstitute.com
David Drucker, CFP® Drucker Knowledge Systems www.DavidDrucker.com
David Drucker, CFP® Joel Bruckenstein, CFP® T3 Conference www.TechnologyToolsForToday.com www.JoelBruckenstein.com
Brett Ellen American Financial Network www.AFN-Net.com
Sarano Kelley Sarano Kelley International www.SaranoKelley.com
Diane MacPhee, CFP® DMAC Consulting Services www.DMACConsulting.org

David Stokes and Steven Hubbell, Partners Stokes & Hubbell Capital Mgmt www.StokesHubbell.com
Ron LeBlanc, CFP® The Legacy Group, Ltd. www.TheLegacyGroup.com
Dan Danford, CRSP Family Investment Center www.FamilyInvestmentCenter.com
John Jenkins, CFP® Asset Preservation Strategies, Inc. www.asset-preservation.com
Karen Lee, CFP® Karen Lee and Associates, LLC www.KarenLeeAndAssociates.com
Roger R. Bell, II Roger R. Bell and Company www.RogerRBellandCompany.com